IFAMAX Wealth Management

Independent Financial Adviser  1 Redcliff Street, Bristol, BS1 6NP
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FCA authorised
Last authorised 7th June 2021
Independent Financial Planners and Wealth Managers offering advice on retirement, investments, and financial protection.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Long term care
Meet our advisers
Ms Kattrina Strothmann
Financial Planner
About us

Gaining clarity about your values, intentions and commitments is the first step to living the life you want. The unique approach Ifamax takes to goal-based investing focuses on the importance of you and your financial advisor understanding the life you want to live.

Our services

Ultimately, money is a resource to help you live your best possible life. Because your goals are unique, we believe your investment portfolio should be, too. Your advisor will engage in a collaborative process that takes the guesswork out of investing.

*We take time to learn your goals and priorities.
*You can make clear, informed decisions.
*We build a financial plan, so that your investments can help you lead the life you want to live.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

1 Redcliff Street, Bristol, BS1 6NP

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